Managing Automated Payments

Automated payments within recurring templates allow you to receive payments seamlessly without waiting for the customer to manually settle their invoice. This feature automatically debits the invoice amount from the customer’s credit card on the due date.

Payment Methods for Auto-Deductions

You can specify which card to use for automatic payments, offering flexibility in the recurring template settings:

1. Customer’s Card: This option uses the same card that the customer used for their initial payment within the recurring template to automatically pay future invoices.

2. Saved Card: If the customer has stored card information, that card can be used to process the payment for every subsequent invoice in the template.

3. New Card: New credit card details can be entered to charge the customer, which will then be applied for all future invoices in the recurring cycle.

Enabling Automatic Payments for Clients

Auto payments can be activated when setting up a recurring template. Here's an example of how it works:

Customer Card Explanation

When you select the customer’s card option, the recurring template charges the same card the customer used for their first payment. The automatic payment will begin with the next invoice after the initial payment.

For instance, if the customer pays the fourth invoice after missing the first three, auto payments will start with the fifth invoice, provided the template continues.

Auto Payment Notifications

Both the location user and the customer will be notified via email when an auto payment is successful or fails. Additionally, the customer will be alerted before any charge is made, with a notification sent a predefined number of days in advance, as set in the recurring template.

If a child invoice is altered before the auto payment is deducted, the system will halt the automatic charge. The user will be notified, and they must share the updated invoice with the customer to ensure payment.

Here is a quick reference for auto-payment notifications:

Handling Failed Auto Payments

When an auto-payment attempt fails, both the customer and the invoice sender will be notified. The customer may update their card and attempt to pay again. If this is successful, the new card will be used for all future recurring payments.

If the payment fails, the system will automatically retry twice, with a 24-hour interval between attempts. If the payment remains unsuccessful after these retries, no further automatic attempts will be made, and the customer will need to pay manually.

Auto Payment Retry Attempts

In case of a failure, the system will attempt to process the payment two more times, each attempt occurring 24 hours after the previous one. After these retries, if the payment remains unprocessed, the customer must manually pay the invoice.

Charging Saved Cards Automatically

When a saved card is selected, the invoice amount is automatically deducted from that card starting from the first invoice of the recurring template. If the charge cannot be processed, both the location user and the customer will be notified. The saved card will not be authorized if there are issues during the scheduling process.

Charging with a New Card

You can input new card details for the customer, which will be used for recurring payments. This method starts with the first invoice, and any issues with processing will trigger notifications for both the location user and the customer.

New cards are authorized with a minimum charge and will be saved for future payments in the recurring template.

How to Disable Auto Payments

To stop auto payments on an active recurring template, go to the invoice builder and select the "Manage Auto Payments" option:

This will open a window where you can toggle the auto-payment setting off, stopping future automated charges.

Turning on Auto Payments for an Ongoing Template

You can enable auto payments even after a recurring template has started. Access the "Manage Auto Payments" option from the builder. This will open a settings window where you can activate the toggle and choose between the customer’s card, a saved card, or a new card for automatic payment processing.